|
101
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$3.15M
|
+$244K
|
+3,674
|
+7%
|
|
|
102
|
KDK Private Wealth Management
Houston,
Texas
|
$3.13M
|
+$85.1K
|
+1,280
|
+2%
|
|
|
103
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$3.11M
|
+$66.8K
|
+1,004
|
+2%
|
|
|
104
|
PTM Wealth Management
North Wales,
United States
|
$3.07M
|
+$1.08M
|
+16,216
|
+47%
|
|
|
105
|
EP Wealth Advisors
Torrance,
California
|
$3.03M
|
+$324K
|
+4,872
|
+10%
|
|
|
106
|
Cambient Family Office
Ada,
Michigan
|
$3M
|
-$243K
|
-3,656
|
-7%
|
|
|
107
|
Farringdon Capital
London,
United Kingdom
|
$3M
|
+$754K
|
+11,331
|
+29%
|
|
|
108
|
NWAM LLC
Mercer Island,
Washington
|
$2.98M
|
+$246K
|
+3,700
|
+8%
|
|
|
109
|
QTR Family Wealth
Lake Mary,
Florida
|
$2.8M
|
-$171K
|
-2,577
|
-6%
|
|
|
110
|
Fiduciary Alliance
Greenville,
South Carolina
|
$2.78M
|
-$408K
|
-6,133
|
-13%
|
|
|
111
|
InterCapital
Austin,
Texas
|
$2.77M
|
+$3.13M
|
+47,000
|
New
|
|
|
112
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$2.67M
|
+$1.7M
|
+25,585
|
+130%
|
|
|
113
|
Pasadena Private Wealth
Pasadena,
California
|
$2.62M
|
-$1.33M
|
-19,981
|
-31%
|
|
|
114
|
Haven Private
Orlando,
Florida
|
$2.62M
|
+$164K
|
+2,465
|
+6%
|
|
|
115
|
Sepio Capital
Salt Lake City,
Utah
|
$2.61M
|
+$7.45K
|
+112
|
+0.3%
|
|
|
116
|
LFG Wealth Partners
Elizabethtown,
Kentucky
|
$2.6M
|
+$2.93M
|
+44,101
|
New
|
|
|
117
|
Beam Wealth Advisors
Covington,
Louisiana
|
$2.55M
|
+$201K
|
+3,024
|
+8%
|
|
|
118
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$2.55M
|
+$29K
|
+436
|
+1%
|
|
|
119
|
Valeo Financial Advisors
Carmel,
Indiana
|
$2.5M
|
+$366K
|
+5,502
|
+15%
|
|
|
120
|
Lansing Street Advisors
Ambler,
Pennsylvania
|
$2.45M
|
+$11K
|
+166
|
+0.4%
|
|
|
121
|
Bayshore Capital Advisors
Tampa,
Florida
|
$2.43M
|
-$8.19M
|
-123,175
|
-75%
|
|
|
122
|
Panoramic Investment Advisors
Denver,
Colorado
|
$2.41M
|
+$37.2K
|
+559
|
+1%
|
|
|
123
|
SCS Capital Management
Boston,
Massachusetts
|
$2.37M
|
–
|
–
|
–
|
|
|
124
|
Tred Avon Family Wealth
Easton,
Maryland
|
$2.36M
|
-$2.73K
|
-41
|
-0.1%
|
|
|
125
|
Gem Investment Advisors
Teaneck,
New Jersey
|
$2.36M
|
+$742K
|
+11,156
|
+39%
|
|
